20 Jun Release – 16 June 2016

Posted at 09:55h in Recent Updates by

Small changes including:

  • Email contribution certificates
  • Ability to import Silica historical transactions
  • Debit order state changes
  • Upload application form setting on product
  • Filters on investor accounts
  • Terms and conditions setting on product
  • Completed instructions menu
  • Bulk employer terminations

 

WordPress and Gemstone integration

Technical project to include WordPress in our deployment environment. We can now Embed Gemstone components into WordPress.

New documents card on entity and account

You can now see all documents uploaded for an entity or an account in one place. Clients can also see these documents and download them.

Outstanding requirements

Ability to load outstanding requirements on a person and send an email via the system to the investor for details.

Can also do this in bulk on an employer

 

* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 10 years ago by Walther